SOA Wealth Advisors’s Synchrony SYF Stock Holding History

SOA Wealth Advisors’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590	Sell	8 -6	-43%	-$441	﹤0.01%	819
2026 Q1	$977	Hold	14	–	–	﹤0.01%	749
2025 Q4	$1.19K	Hold	14	–	–	﹤0.01%	746
2025 Q3	$1.01K	Hold	14	–	–	﹤0.01%	766
2025 Q2	$947	Hold	14	–	–	﹤0.01%	758
2025 Q1	$747	Hold	14	–	–	﹤0.01%	762
2024 Q4	$914	Hold	14	–	–	﹤0.01%	736
2024 Q3	$699	Hold	14	–	–	﹤0.01%	732
2024 Q2	$657	Sell	14 -12	-46%	-$521	﹤0.01%	751
2024 Q1	$1.11K	Hold	26	–	–	﹤0.01%	756
2023 Q4	$984	Hold	26	–	–	﹤0.01%	756
2023 Q3	$784	Hold	26	–	–	﹤0.01%	792
2023 Q2	$867	Buy	26 +1	+4%	+$31	﹤0.01%	793
2023 Q1	$740	Hold	25	–	–	﹤0.01%	818
2022 Q4	$833	Hold	25	–	–	﹤0.01%	812
2022 Q3	$0	Sell	25 -35	-58%	-$1.13K	﹤0.01%	987
2022 Q2	$1K	Sell	60 -273	-82%	-$9.48K	﹤0.01%	786
2022 Q1	$11K	Hold	333	–	–	﹤0.01%	577
2021 Q4	$15K	Hold	333	–	–	﹤0.01%	503
2021 Q3	$16K	Buy	333 +2	+0.6%	+$97	﹤0.01%	493
2021 Q2	$16K	Buy	331 +206	+165%	+$9.39K	﹤0.01%	495
2021 Q1	$5K	Buy	125 +54	+76%	+$2.08K	﹤0.01%	633
2020 Q4	$2K	Buy	+71	New	+$2.13K	﹤0.01%	703

Other funds holding SYF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

SOA Wealth Advisors's SYF Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Synchrony (SYF) stake by 43% in Q2 2026, selling an estimated $441 and leaving 8 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #819.

SOA Wealth Advisors first reported a position in SYF in Q4 2020 and has held it in 23 quarters since. The position peaked at $16K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

SOA Wealth Advisors held 8 shares of Synchrony worth $590 as of Q2 2026.
SOA Wealth Advisors sold 6 Synchrony shares in Q2 2026, an estimated $441.
Synchrony made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #819 holding.
SOA Wealth Advisors first reported a position in Synchrony in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Synchrony position peaked at $16K in Q3 2021.
1,004 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.